Lufax Holding Ltd
LU- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001816007
No open-market purchases or sales by Lufax Holding Ltd insiders were filed in the last 90 days; 75 institutions reported holding it in 13F filings for Q2 2026, worth $92.5M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Lufax Holding Ltd as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 103
- +2 vs. Q4 2024
- Shares held
- 96.3M
- +12.6M (+15.0%) vs. Q4 2024
- Total value
- $286.0M
- +$85.9M (+42.9%) vs. Q4 2024
- New holders
- 16
- 39 more added
- Sold out
- 14
- 32 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 75 | $92.5M |
| Q1 2026 | 75 | $148.8M |
| Q4 2025 | 83 | $212.8M |
| Q3 2025 | 89 | $353.5M |
| Q2 2025 | 98 | $277.8M |
| Q1 2025 | 103 | $286.0M |
| Q4 2024 | 103 | $205.3M |
| Q3 2024 | 116 | $300.5M |
| Q2 2024 | 113 | $216.7M |
| Q1 2024 | 129 | $406.1M |
| Q4 2023 | 121 | $267.7M |
| Q3 2023 | 146 | $406.5M |
| Q2 2023 | 155 | $570.2M |
| Q1 2023 | 172 | $886.7M |
| Q4 2022 | 166 | $809.3M |
| Q3 2022 | 155 | $916.7M |
| Q2 2022 | 163 | $2.20B |
| Q1 2022 | 140 | $1.89B |
| Q4 2021 | 132 | $1.66B |
| Q3 2021 | 128 | $1.85B |
| Q2 2021 | 144 | $2.60B |
| Q1 2021 | 119 | $2.48B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Lufax Holding Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,081,461 | $21.0M | 0.00% | −61,905−0.9% | Reduced |
| Yunqi Capital Ltd | 7,098,040 | $21.1M | 20.74% | 00.0% | Unchanged |
| Baillie Gifford & Co | 10,281,698 | $30.5M | 0.03% | −4,385,371−29.9% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,297,647−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −567,265−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −73,275−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −72,581−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −59,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −41,553−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −28,662−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −28,480−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −14,947−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |